See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,962 | $117,983-22.9% | $101,794-10.6% | $142,382-36.1% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 22.43% | 36.92%-14.5pp | 30.53%-8.1pp | 217.08%-194.6pp |
| Employer contribution / active EE | $965 | $2,773-65.2% | $2,289-57.8% | $4,299-77.5% |
| Participant deferral / active EE | $7,833 | $4,714+66.2% | $4,084+91.8% | $6,507+20.4% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |